Wealth Enhancement

We provide a prudent wealth management approach to managing your financial portfolio. We tailor your investment portfolio’s level of risk and its expected returns to reflect your personal preferences, goals and circumstances.

Portfolio Management

The assets may be managed by institutional managers unrelated to Cutter & Company, or by the financial advisor themselves. The portfolio may be built using stocks, exchange traded funds, bonds, mutual funds, etc., and will be based on your personal goals and risk tolerance.

Advisory Programs may be subject to a minimum investment amount, typically beginning at $25,000. Depending on the program you choose, the minimum investment amount may be higher. (In some instances, minimums may be waived.)

Portfolio Management

Planning is likely the single most important ingredient of wealth management - and often neglected. A good plan is simply a roadmap to a successful journey to assure your goals will be met. How is this done?

• Working with your attorney & CPA on estate planning and wealth transfer
• Business succession planning
• Risk planning for wealth protection
• Philanthropic planning & shared goals with future generations